See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,994 | $99,020-51.5% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 14.55% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,617 | $3,132-16.4% | $2,839-7.8% | $4,876-46.3% |
| Participant deferral / active EE | $2,610 | $3,972-34.3% | $3,609-27.7% | $5,439-52.0% |
| Admin fee / account holder | $915 | $5,710-84.0% | $4,906-81.4% | $10,885-91.6% |